In this webinar, Matt Schumacher, Director of Tax Planning at Tavola Group, hosted an insightful discussion on private banking and tax-efficient wealth strategies. He was joined by Jenifer Raby, Adrienne DiGiorgio, and Andrea Younghouse from US Bank Private Wealth Management. They shared practical ways high-net-worth individuals, real estate investors, and business owners can maximize financial opportunities. If you have questions or want clarity on your own financial situation, book a complimentary tax strategy consultation with us today.
How Private Wealth Management Supports Your Financial Goals
Private wealth management combines a team-based approach with a single point of contact for each client. This setup ensures clear communication and convenience. Clients share their goals, and the advisor coordinates the right specialists to support them. Furthermore, investment strategies are carefully tailored to each client, taking into account asset allocation, risk tolerance, and short- and long-term objectives. By doing this, every financial decision supports immediate priorities while also advancing long-term goals.
Lending Solutions That Offer Flexibility and Control
Private wealth lending extends beyond traditional mortgage services. Home equity lines of credit allow clients to access funds without disrupting their investments. Similarly, liquid asset-secured lines of credit provide immediate liquidity while minimizing taxable gains. Portfolio lending evaluates cash flow and liquidity instead of just income, which benefits business owners and real estate investors seeking larger or more complex loans.
Additionally, specialized mortgage options, such as jumbo loans, construction-to-perm financing, and lot loans, give clients the flexibility they need. Interest-only options and temporary rate buydowns can further improve cash flow. Moreover, relationship-based pricing and concierge service ensure clients receive personalized attention throughout the lending process.
Comprehensive Wealth Planning
Wealth planning begins by mapping short- and long-term financial goals. The team consolidates all assets into a single, cohesive strategy. They align investments with each client’s risk profile and projected objectives. For retirement planning, they consider taxes, inflation, and cash flow to forecast future financial readiness. Debt management and lending options undergo careful analysis to optimize financing decisions.
Estate planning strategies help clients mitigate potential estate taxes. Insurance audits protect both assets and family members. Charitable giving strategies allow clients to support philanthropic goals while improving tax efficiency.
Tavola Group treats wealth plans as living documents, updating them regularly to reflect life changes, market conditions, and emerging opportunities. In addition, Monte Carlo simulations, cash flow analysis, and scenario planning help clients understand the impact of different decisions. These tools give clients confidence in both everyday and long-term financial strategies.
Take the Next Step
Tavola Group offers a complimentary consultation to explore personalized tax-efficient strategies, private banking solutions, and wealth planning guidance. Whether you are a business owner, high-net-worth individual, or real estate investor, our team helps you understand your options and create a plan tailored to your goals. There is no cost and no obligation, just clear guidance that empowers you to make confident financial decisions.
